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Proficio Capital Partners’s Cummins CMI Stock Holding History

Proficio Capital Partners’s Portfolio CMI Stock Details CMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.24M Buy
+1,742
New +$1.15M 0.04% 178
2025
Q3 		– Sell
-675
Closed -$221K – 265
2025
Q2 		$221K Buy
+675
New +$209K 0.01% 398
2025
Q1 		– Sell
-587
Closed -$204K – 392
2024
Q4 		$204K Buy
+587
New +$206K 0.02% 347
2019
Q3 		– Sell
-195
Closed -$33K – 418
2019
Q2 		$33K Buy
195
+96
+97% +$15.7K 0.01% 502
2019
Q1 		$16K Sell
99
-7
-7% -$1.05K 0.01% 728
2018
Q4 		$14K Buy
106
+41
+63% +$5.79K 0.01% 639
2018
Q3 		$9K Sell
65
-2
-3% -$282 ﹤0.01% 826
2018
Q2 		$9K Sell
67
-23
-26% -$3.44K ﹤0.01% 848
2018
Q1 		$15K Sell
90
-97
-52% -$16.7K ﹤0.01% 670
2017
Q4 		$33K Buy
187
+14
+8% +$2.39K 0.01% 447
2017
Q3 		$29K Hold
173
– – 0.01% 500
2017
Q2 		$27K Buy
173
+82
+90% +$12.7K 0.01% 519
2017
Q1 		$14K Buy
91
+33
+57% +$4.88K 0.01% 715
2016
Q4 		$8K Sell
58
-1,170
-95% -$157K ﹤0.01% 645
2016
Q3 		$157K Hold
1,228
– – 0.09% 145
2016
Q2 		$150K Buy
1,228
+26
+2% +$2.94K 0.09% 148
2016
Q1 		$132K Buy
1,202
+1,186
+7,413% +$115K 0.11% 123
2015
Q4 		$1K Buy
+16
New +$1.6K ﹤0.01% 755

Other funds holding CMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Proficio Capital Partners's CMI Position: Q2 2026 in Review

Proficio Capital Partners opened a new position in Cummins (CMI) in Q2 2026: 1,742 shares worth $1.24M. The stake represents 0.04% of the portfolio and ranks #178 among its holdings. This is a return to the name: Proficio Capital Partners previously reported a position in CMI as recently as Q2 2025.

Proficio Capital Partners first reported a position in CMI in Q4 2015 and has held it in 18 quarters since. 2,103 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Proficio Capital Partners held 1,742 shares of Cummins worth $1.24M as of Q2 2026.
  • Cummins was a new Proficio Capital Partners position in Q2 2026.
  • Cummins made up 0.04% of Proficio Capital Partners's portfolio in Q2 2026, its #178 holding.
  • Proficio Capital Partners first reported a position in Cummins in Q4 2015 and has held it in 18 quarters since.
  • 2,103 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.